Sync CloudBank 24/7 to Coda
BankSync connects CloudBank 24/7 to Coda via secure open banking APIs, automatically syncing transactions, balances, and account data in real time. Set up takes under 10 minutes — no coding required.
How to sync CloudBank 24/7 to Coda
Connect CloudBank 24/7 to BankSync
Sign up for BankSync and securely link your CloudBank 24/7 account through our open banking integration. Your credentials are never stored.
Connect Coda
Authorise BankSync to write data to your Coda workspace. Select the database or sheet where your transactions should land.
Configure field mappings
Map your CloudBank 24/7 transaction fields — date, amount, merchant, category — to the columns in Coda however you like.
Set your sync schedule
Choose how often BankSync runs: every 15 minutes, hourly, daily, or on demand. Your data stays up to date automatically.
What gets synced from CloudBank 24/7 to Coda
Transactions
Full transaction history from CloudBank 24/7 including date, amount, merchant, and category.
Balances
Current and available balances for all your CloudBank 24/7 accounts, updated on every sync.
Account Details
Account names, numbers, and types so you can filter and organise data in Coda.
Merchant Info
Merchant names and category codes for richer transaction context.
Custom Field Mappings
Map any CloudBank 24/7 field to any column in Coda — fully configurable.
Sync Schedules
Run syncs every 15 minutes, hourly, daily, or trigger them manually at any time.
Ready to sync CloudBank 24/7 with Coda?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Coda in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of CloudBank 24/7 or Coda. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.